Please ensure Javascript is enabled for purposes of website accessibility

Among Subscribers to Both, Netflix Is Still Watched Far More Than Disney+

By James Brumley - Mar 9, 2020 at 3:23PM

You’re reading a free article with opinions that may differ from The Motley Fool’s Premium Investing Services. Become a Motley Fool member today to get instant access to our top analyst recommendations, in-depth research, investing resources, and more. Learn More

The first and biggest name in streaming may simply have access to a bigger library of content.

Walt Disney's (DIS 2.21%) streaming service Disney+ has to be considered a smashing success. Since its launch in November, it's amassed more than 28 million subscribers. That's still less than half the 68 million Canadian and U.S. subscribers Netflix (NFLX -0.08%) currently serves, but the growth pace is impressive to say the least.

Hand holding a television remote control, choosing a channel

Image source: Getty Images.

Investors expecting Disney to sustain that growth pace and eventually dethrone Netflix as the leader of the streaming space, however, may want to reconsider. Customers of both services still watch far more Netflix content than Disney+ content. According to a recent survey by streaming video market analytics firm Reelgood, between mid-November and mid-February, 74.8% of dual subscribers watched more Netflix. Conversely, only 25.2% of subscribers to both services viewed Disney+ programs more than Netflix's video choices during that time.

The disparity may largely reflect the difference in the amount of content available through each platform. While Reelgood's survey names Disney's The Mandalorian as the single most viewed streaming series from either provider, each of the next nine names in the top-10 list of shows are Netflix's programs. Several -- like Stranger Things and The Crown -- are Netflix originals. Similarly, among movies, Netflix was the platform that offered the six most-watched films, and was the source of seven of the 10 most-watched movies viewed by subscribers to both streaming services.

The data doesn't necessarily indicate the investment-worthiness of either company, as the numbers could change (and likely will) over time. Nevertheless, it's information that measures the current marketability of each streaming service.


James Brumley has no position in any of the stocks mentioned. The Motley Fool owns shares of and recommends Netflix and Walt Disney and recommends the following options: long January 2021 $60 calls on Walt Disney and short April 2020 $135 calls on Walt Disney. The Motley Fool has a disclosure policy.

Invest Smarter with The Motley Fool

Join Over 1 Million Premium Members Receiving…

  • New Stock Picks Each Month
  • Detailed Analysis of Companies
  • Model Portfolios
  • Live Streaming During Market Hours
  • And Much More
Get Started Now

Stocks Mentioned

Netflix, Inc. Stock Quote
Netflix, Inc.
$249.11 (-0.08%) $0.19
The Walt Disney Company Stock Quote
The Walt Disney Company
$124.26 (2.21%) $2.69

*Average returns of all recommendations since inception. Cost basis and return based on previous market day close.

Related Articles

Motley Fool Returns

Motley Fool Stock Advisor

Market-beating stocks from our award-winning analyst team.

Stock Advisor Returns
S&P 500 Returns

Calculated by average return of all stock recommendations since inception of the Stock Advisor service in February of 2002. Returns as of 08/16/2022.

Discounted offers are only available to new members. Stock Advisor list price is $199 per year.

Premium Investing Services

Invest better with The Motley Fool. Get stock recommendations, portfolio guidance, and more from The Motley Fool's premium services.